See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,801 | $91,552+46.1% | $133,956-0.1% | $79,858+67.5% |
| Participation rate | 71.6% | 73.3%-1.7pp | 79.8%-8.2pp | 69.6%+2.0pp |
| Annual return | 10.73% | 61.85%-51.1pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $835 | $2,384-65.0% | $3,919-78.7% | $2,471-66.2% |
| Participant deferral / active EE | $3,444 | $3,733-7.7% | $5,048-31.8% | $3,740-7.9% |
| Admin fee / account holder | $9,617 | $6,321+52.2% | $8,927+7.7% | $5,306+81.2% |